This week’s events show it’s becoming a bad time to be a generalist. Buyers of large-cap energy stocks have had their wallets handed to them…
As we have noted on numerous occasions, despite the continued influx of investment in Iraq, the situation is untenable and each month moves closer to…
This week we’re stepping back to focus on Latin America again due to the volume of energy developments in the region. This week and last…
There are a lot of under-appreciated changes going on in energy markets right now. Most of them are driven by unconventional drilling. A phenomenon that’s…
Investors began to flee positions in emerging markets over the last week or two as concerns of slower growth and uncertainty surrounding Federal Reserve policy…
This week we are focusing on some potential opportunities opening up in an area that gets little attention and largely flies under the oil and…
Quick, what do the following three events from last week have in common?1) Shell warning on lower-than-expected profits for the past quarter2) India raising its…
Iranian officials are now beginning the suspension of production of 20% enriched uranium, under a six-month agreement that will give Iran increased access to funds…
We have had some requests from Oil & Energy Insider subscribers to evaluate the situation for foreign E&P companies operating in Iraqi Kurdistan and the…
A new government has been born in Africa. One that could re-light hope for one of the most interesting uranium projects that never was.The place…
An overview of the energy space this week reveals that energy has been a lousy space this week. It seems opportunity abounds almost everywhere except…
Oil theft from Nigerian pipelines tends to steal (literally) the media spotlight due to the sheer volume and the external markets that encourage it. But…
This week our advisory for investors focus on India and Indonesia, where new oil and gas blocks are up for offer, and Pakistan, where the…
The opportunity in Asian coal continues to grow brighter. Evidenced by two important pieces of data this week from major consuming nation India.Coal India—the nation’s…
Thermal coal was one of my big themes in 2013. And I believe 2014 will be the year when we see a significant break-out in…
Algeria is the largest and most powerful nation in the Sahara region, and the third-largest producer of natural gas in the world. Now officials at…
This week in Central Asia we are concerned about continued delays in production in Kazakhstan’s supergiant Kashagan; Gazprom’s solidification of control over the energy sector…
It’s not hard to pin down the biggest energy story of the past year.U.S. shale—and the massive surge in oil and gas production it has…
Last week we took you through an emerging crisis in Turkey that will set the investment terrain for 2014. This week, we feel the subject…
In this week’s Africa energy advisory we look at some key regulatory changes that will affect oil and gas exploration and production in emerging gas…